JULY Renews CEFEX Certification and Earns AAA Superior, Highest Service Provider Practices Rating™ by Roland|Criss Ratings, LLC

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JULY’s designations underscore the company’s commitment to excellence in systems and business processes.

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These certifications are a great accomplishment and they underscore the dedication and service of our exceptional team, Jim Hudson, JULY’s CEO

July Business Services (JULY), a leading national retirement plan services provider, is pleased to announce it has achieved a AAA Superior rating, the highest level awarded by Roland|Criss Ratings, LLC, an independent business process consulting firm. JULY has also successfully renewed its certifications in both retirement recordkeeping and administration designated by the Centre for Fiduciary Excellence, LLC (CEFEX). In doing so, JULY becomes one of only five retirement service providers nationally recognized in both CEFEX certification areas.

Jim Hudson, JULY’s CEO remarked “We believe it takes real commitment, effort, investment, and a strong team to deliver quality results over time. These certifications are a great accomplishment and they underscore the dedication and service of our exceptional team.”

CEFEX, Centre for Fiduciary Excellence, LLC, certifies service providers as adhering to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers. The ASPPA Standard of Practice includes best practices for governance, organization, human resources, operations, planning, systems, and disclosure, as defined by a cross-industry task force established in 2007. JULY is one of only five organizations in the country that has earned certifications for both recordkeeping services and administration services.

The SPP Rating™ (Service Provider Practices Rating) from Roland|Criss Ratings, LLC assesses a recordkeeper’s ability to process transactions that support fiduciary sensitive programs. “We examine a business across 11 critical dimensions of operations performance to determine our rating,” said Ron W. Hagan, Executive Vice President of Roland|Criss Ratings, LLC. He added, “JULY’s AAA Superior Rating signifies our objective assessment that their management processes, operating performance, and financial status are among the very best in the industry.”

If you’d like to know more:
How Roland|Criss rates vendors
CEFEX standards and certifications for recordkeepers and TPAs

About July Business Services
July Business Services is a leading retirement plan provider that helps financial advisors and third party administrators deliver successful retirement plan strategies. JULY brings independent, expert knowledge to all facets of the retirement plan process from customized plan design to hands-on implementation and management of the plan. JULY presents advisors and plan sponsors with expansive investment options available under its true open architecture daily platform as well as support for programs of leading national plan providers. For more information about JULY, visit http://www.julyservices.com.

The Centre for Fiduciary Excellence, LLC is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to promote fiduciary best practices. It certifies investment stewards, advisors, fiduciary advisers (PPA), managers, ASPPA recordkeepers and administrators, and investment support services firms. CEFEX has offices in Toronto, Canada, and Pittsburgh, PA.

About Roland|Criss Ratings, LLC
Roland|Criss Ratings, LLC helps companies that provide ministerial services to fiduciary organizations determine the optimal mix of resources needed in order to fulfill their mission and objectives. Roland|Criss Ratings, LLC was the first national firm to provide a rating methodology to satisfy retirement plan fiduciaries’ fee disclosure requirements under federal pension law. To learn more, contact Roland|Criss Ratings, LLC at 800-440-3457.

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John Humphrey
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